Also trades as: 0L7A.L (LSE) · $vol 0M
AOS Institutional Ownership
A. O. Smith Corporation
1W: +4.3%
1M: +6.3%
3M: +0.7%
YTD: -7.6%
1Y: -7.9%
3Y: -1.3%
5Y: +4.1%
$62.06
+0.15 (+0.24%)
Weekly Expected Move ±4.0%
$57
$59
$62
$64
$67
Credit Risk of going bust: lower than 88% of companies Debt: 7.4% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.31 (down 99.5%), A. O. Smith Corporation would be worth roughly what it owes.
Total debt $676.7M against a stock market value of $8.43B.
Distance to default 12.46 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $338.5M (short-term plus half of long-term), stock volatility 27.2%; Altman Z 6.20. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.31 (down 99.5%), A. O. Smith Corporation would be worth roughly what it owes.
Total debt $676.7M against a stock market value of $8.43B.
Distance to default 12.46 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $338.5M (short-term plus half of long-term), stock volatility 27.2%; Altman Z 6.20. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — AOS
713
Institutional Holders
-12 vs prior quarter
0.0%
Ownership
+0.00pp
$8B
Total Invested
78
New Positions
239
Increased
322
Reduced
93
Closed
1.09
Put/Call Ratio
Ownership Trends
Top Institutional Holders (781 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 10,417,815 | $647M | +2,487,249 | +31.4% | 56Q | SEC ↗ |
| 2 | BlackRock, Inc. | 8,056,801 | $500M | +699,610 | +9.5% | 8Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 7,286,250 | $452M | -47,139 | -0.6% | 2Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7,051,327 | $438M | -47,925 | -0.7% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 6,581,486 | $408M | +822,555 | +14.3% | 46Q | SEC ↗ |
| 6 | Invesco Ltd. | 5,535,312 | $344M | +805,866 | +17.0% | 83Q | SEC ↗ |
| 7 | AMERICAN CENTURY COMPANIES INC | 4,726,410 | $293M | +511,172 | +12.1% | 15Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 3,731,320 | $232M | -207,786 | -5.3% | 92Q | SEC ↗ |
| 9 | Impax Asset Management Group plc | 2,813,713 | $175M | -1,464,506 | -34.2% | 22Q | SEC ↗ |
| 10 | MORGAN STANLEY | 2,717,566 | $169M | -862,541 | -24.1% | 60Q | SEC ↗ |
| 11 | ProShare Advisors LLC | 2,504,555 | $155M | +194,985 | +8.4% | 51Q | SEC ↗ |
| 12 | UBS Group AG | 2,473,535 | $154M | +1,551,952 | +168.4% | 47Q | SEC ↗ |
| 13 | FIRST TRUST ADVISORS LP | 2,301,289 | $143M | +132,395 | +6.1% | 57Q | SEC ↗ |
| 14 | DIMENSIONAL FUND ADVISORS LP | 2,035,643 | $126M | +75,947 | +3.9% | 102Q | SEC ↗ |
| 15 | EARNEST PARTNERS LLC | 1,971,613 | $122M | -55,707 | -2.7% | 35Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 1,550,110 | $96M | -137,777 | -8.2% | 15Q | SEC ↗ |
| 17 | 1832 Asset Management L.P. | 1,468,113 | $91M | +222,000 | +17.8% | 28Q | SEC ↗ |
| 18 | Madison Asset Management, LLC | 1,466,922 | $91M | +324,318 | +28.4% | 3Q | SEC ↗ |
| 19 | NORGES BANK NEW | 1,454,608 | $90M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 1,424,185 | $88M | -1,574 | -0.1% | 76Q | SEC ↗ |
| 21 | River Road Asset Management, LLC NEW | 1,346,882 | $84M | — | +0.0% | 1Q | SEC ↗ |
| 22 | SEI INVESTMENTS CO | 1,331,425 | $83M | -15,438 | -1.1% | 15Q | SEC ↗ |
| 23 | Talaria Asset Management Pty Ltd | 1,200,700 | $75M | +416,800 | +53.2% | 2Q | SEC ↗ |
| 24 | NORTHERN TRUST CORP | 1,173,521 | $73M | -7,118 | -0.6% | 110Q | SEC ↗ |
| 25 | NATIXIS ADVISORS, LLC | 1,157,886 | $72M | +75,118 | +6.9% | 38Q | SEC ↗ |
| 26 | AQR CAPITAL MANAGEMENT LLC | 1,155,730 | $72M | +177,634 | +18.2% | 76Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC | 1,151,766 | $71M | -41,370 | -3.5% | 15Q | SEC ↗ |
| 28 | Sarasin & Partners LLP | 1,122,769 | $70M | -78,148 | -6.5% | 6Q | SEC ↗ |
| 29 | Sixth Street Partners Management Compa NEW | 1,088,733 | $68M | — | +0.0% | 1Q | SEC ↗ |
| 30 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,088,733 | $68M | -300 | -0.0% | 15Q | SEC ↗ |
| 31 | Gates Capital Management, Inc. | 1,030,321 | $64M | -57,259 | -5.3% | 2Q | SEC ↗ |
| 32 | Caisse de depot et placement du Quebec | 1,023,372 | $64M | +115,922 | +12.8% | 10Q | SEC ↗ |
| 33 | JONES FINANCIAL COMPANIES LLLP | 1,015,428 | $63M | -51,273 | -4.8% | 12Q | SEC ↗ |
| 34 | NOMURA ASSET MANAGEMENT CO LTD | 928,489 | $58M | -61,579 | -6.2% | 41Q | SEC ↗ |
| 35 | WELLS FARGO & COMPANY/MN | 879,330 | $55M | +145,326 | +19.8% | 101Q | SEC ↗ |
| 36 | Vest Financial, LLC | 855,748 | $53M | +39,876 | +4.9% | 23Q | SEC ↗ |
| 37 | Gotham Asset Management, LLC | 765,609 | $48M | +477,413 | +165.7% | 23Q | SEC ↗ |
| 38 | ROYAL BANK OF CANADA | 656,525 | $41M | -113,616 | -14.8% | 67Q | SEC ↗ |
| 39 | VANGUARD FIDUCIARY TRUST CO | 627,597 | $39M | -5,270 | -0.8% | 2Q | SEC ↗ |
| 40 | Boston Trust Walden Corp | 587,999 | $36M | -462,931 | -44.0% | 28Q | SEC ↗ |
| 41 | Legal & General Group Plc | 563,432 | $35M | +61,150 | +12.2% | 27Q | SEC ↗ |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 562,406 | $35M | +35,131 | +6.7% | 31Q | SEC ↗ |
| 43 | MANUFACTURERS LIFE INSURANCE COMPANY, | 555,999 | $35M | +7,489 | +1.4% | 53Q | SEC ↗ |
| 44 | UBS AM, a distinct business unit of UB | 551,846 | $34M | -6,246 | -1.1% | 63Q | SEC ↗ |
| 45 | AMERIPRISE FINANCIAL INC | 542,709 | $34M | +312,990 | +136.2% | 16Q | SEC ↗ |
| 46 | DEUTSCHE BANK AG | 535,130 | $33M | +98,929 | +22.7% | 52Q | SEC ↗ |
| 47 | Welch & Forbes LLC | 532,209 | $33M | -47,571 | -8.2% | 15Q | SEC ↗ |
| 48 | SCHWARTZ INVESTMENT COUNSEL INC | 525,883 | $33M | +8,150 | +1.6% | 24Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 500,061 | $31M | -66,471 | -11.7% | 102Q | SEC ↗ |
| 50 | Assenagon Asset Management S.A. | 489,264 | $30M | +480,561 | +5521.8% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 1,454,608 | $90M |
| River Road Asset Management, LLC | 1,346,882 | $84M |
| Sixth Street Partners Management Co | 1,088,733 | $68M |
| Scharf Investments, LLC | 374,792 | $23M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 224,517 | $14M |
| PDT Partners, LLC | 67,780 | $4M |
| TUDOR INVESTMENT CORP ET AL | 62,849 | $4M |
| AGF MANAGEMENT LTD | 52,876 | $3M |
| Atom Investors LP | 51,399 | $3M |
| Jupiter Topco LLC | 50,179 | $3M |
| CLARK ESTATES INC/NY | 46,000 | $3M |
| STANCE CAPITAL LLC | 41,757 | $3M |
| Bridgewater Associates, LP | 36,505 | $2M |
| HENNESSY ADVISORS INC | 35,107 | $2M |
| IFG Advisory, LLC | 33,429 | $2M |
| CIBC WORLD MARKET INC. | 33,153 | $2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 32,384 | $2M |
| Grantham, Mayo, Van Otterloo & Co. | 26,644 | $2M |
| New Age Alpha Advisors, LLC | 21,003 | $1M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 16,376 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Northwest & Ethical Investments L.P | 256,626 | $16M |
| LORD, ABBETT & CO. LLC | 245,191 | $15M |
| Trexquant Investment LP | 190,387 | $12M |
| C WorldWide Group Holding A/S | 124,360 | $8M |
| Y-Intercept (Hong Kong) Ltd | 117,380 | $7M |
| HRT FINANCIAL LP | 94,270 | $6M |
| Boston Partners | 77,658 | $5M |
| Mariner, LLC | 53,267 | $3M |
| BI Asset Management Fondsmaeglersel | 47,042 | $3M |
| PBU - The Pension Fund of Early Chi | 47,042 | $3M |
| Engineers Gate Manager LP | 45,879 | $3M |
| USS Investment Management Ltd | 40,423 | $3M |
| LAZARD ASSET MANAGEMENT LLC | 37,301 | $2M |
| Focus Partners Wealth | 34,746 | $2M |
| Rathbones Group PLC | 34,724 | $2M |
| Weiss Asset Management LP | 31,815 | $2M |
| Formuepleje A/S | 31,145 | $2M |
| Collaborative Fund Advisors, LLC | 30,438 | $2M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 30,363 | $2M |
| Twin Tree Management, LP | 28,299 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +2,487,249 | +31.4% | 10,417,815 |
| UBS Group AG | +1,551,952 | +168.4% | 2,473,535 |
| STATE STREET CORP | +822,555 | +14.3% | 6,581,486 |
| Invesco Ltd. | +805,866 | +17.0% | 5,535,312 |
| BlackRock, Inc. | +699,610 | +9.5% | 8,056,801 |
| AMERICAN CENTURY COMPANIES INC | +511,172 | +12.1% | 4,726,410 |
| Assenagon Asset Management S.A. | +480,561 | +5521.8% | 489,264 |
| Gotham Asset Management, LLC | +477,413 | +165.7% | 765,609 |
| Talaria Asset Management Pty Ltd | +416,800 | +53.2% | 1,200,700 |
| Pacer Advisors, Inc. | +393,834 | +6170.0% | 400,217 |
| Madison Asset Management, LLC | +324,318 | +28.4% | 1,466,922 |
| AMERIPRISE FINANCIAL INC | +312,990 | +136.2% | 542,709 |
| Amundi | +276,669 | +239.5% | 392,209 |
| CITADEL ADVISORS LLC | +272,252 | +286.7% | 367,207 |
| SG Americas Securities, LLC | +248,865 | +156.3% | 408,137 |
| BNP PARIBAS FINANCIAL MARKETS | +233,554 | +136.2% | 405,093 |
| 1832 Asset Management L.P. | +222,000 | +17.8% | 1,468,113 |
| ProShare Advisors LLC | +194,985 | +8.4% | 2,504,555 |
| AQR CAPITAL MANAGEMENT LLC | +177,634 | +18.2% | 1,155,730 |
| WELLS FARGO & COMPANY/MN | +145,326 | +19.8% | 879,330 |